User Guide. Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce. January 2014 Issue 1.1

Transcription

1 User Guide Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce January 2014 Issue 1.1

2 Fuji Xerox Australia 101 Waterloo Road North Ryde NSW 2113 For technical queries please contact the Fuji Xerox Australia Customer Care Centre on: Fuji Xerox Australia Pty Limited. All rights reserved. Xerox and the sphere of connectivity design are trademarks or registered trademarks of Xerox Corporation in the U.S. and/or other countries. Issue History Date Issue Description May First issue Jan Minor updates

3 Contents Introduction... 5 Overview... 5 Support... 5 Prerequisites for Connect to: Installer for use with Salesforce... 6 How to Install Connect to: Installer for use with Salesforce... 7 User Help for Connect to: Installer for use with Salesforce How to Discover MFDs Single Device search Range of Devices search How to Install Plug-ins on MFDs How to Uninstall Plug-ins from MFDs How to Upgrade Plug-ins on MFDs How to Apply Licence for Plug-ins How to Repair Plug-ins on MFDs Troubleshooting Appendix A How to Check the SSMI Version of an MFD Appendix B How to Check If XCP Is Activated and Enabled Appendix C How to Access Salesforce on MFD Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce User Guide Page 3

4 Page 4 Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce User Guide

5 Introduction This document provides detailed information on installation procedure and detailed functionalities of the Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce. Overview The Fuji Xerox Connect to: Installer for use with Salesforce is designed to be an all-purpose application that helps in discovering compatible Fuji Xerox multifunction devices (MFDs) on the network and then installing, uninstalling, upgrading and repairing Connect to: plug-ins on the MFDs. The installer also works as a single point to manage the number of MFDs, maintain version control of plug-ins and apply licensing to the installed plug-ins. After installing or upgrading the Connect to: plug-ins successfully on the MFD through Connect to: Installer for use with Salesforce, users can use it on the MFD. Support For further support and assistance, please visit the support website in your country Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce User Guide Page 5

6 Prerequisites for Connect to: Installer for use with Salesforce The prerequisites for the Connect to: Installer for use with Salesforce are: Microsoft.NET Framework 4.0 must be installed on the machine on which the Connect to: Installer for use with Salesforce runs. The application can run on the following Operating Systems: Windows Server 2003 (32/64 bit) Windows Server 2008 (32/64 bit) Windows Server 2008 R2 Windows Vista (32/64 bit) Windows 7 (32/64 bit) Windows 8 (32/64 bit) The prerequisites for the MFDs are: The application is compatible with Fuji Xerox MFDs having SSMI version or higher and XCP Plug-in kit enabled. Note: Following is the list of Fuji Xerox MFDs on which the application can run: ApeosPort IV 2275/3373/3375/4475/5575 ApeosPort IV 6080/7080 ApeosPort V C2275/C3373/C3375/C4475/C5575/C6675/C7775 ApeosPort V C5580/C6680/C7780 All MFDs should be in the same network in which the Connect to: Installer for use with Salesforce is running. For information on how to check SSMI version, refer to Appendix A. For information on how to check if XCP plug-in is activated or not, refer to Appendix B. For information on how to access the application from MFD, refer to Appendix C. Page 6 Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce User Guide

7 How to Install Connect to: Installer for use with Salesforce To install Connect to: Installer for Salesforce: 1. Right-click the Connect to for use with Salesforce.exe and select Run as administrator. Figure 1 The InstallShield Wizard screen is displayed. Figure 2 Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce User Guide Page 7

8 2. Click Next. The Licence Agreement screen is displayed: Figure 3 3. Click I accept the terms in the licence agreement and then click Next. The following screen is displayed: Figure 4 Page 8 Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce User Guide

9 4. Click Install to begin the installation. The InstallShield Wizard Completed screen is displayed: Figure 5 5. Click Finish to exit the wizard. Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce User Guide Page 9

10 User Help for Connect to: Installer for use with Salesforce This section provides information on the following topics: How to Discover MFDs How to Install Plug-ins on MFDs How to Uninstall Plug-ins from MFDs How to Upgrade Plug-ins on MFDs How to Apply Licence for Plug-ins Troubleshooting Page 10 Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce User Guide

11 How to Discover MFDs This section describes the user interface of the Connect to: Installer for use with Salesforce and explains how to search MFDs. To search MFDs: 1. Type the common device Admin credentials (Administrator ID and Password) in the corresponding fields displayed on the Connect to: Installer for use with Salesforce home page: Figure 6 Note: Click File > Exit to exit the application. Click Help > View Help to access the Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce help. Alternatively, you can press F1 to access the help. Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce User Guide Page 11

12 2. Select the appropriate search criteria from the dropdown list as shown in the screenshot below: Figure 7 You have the following two search options available for device discovery: Single Device Range of Devices Page 12 Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce User Guide

13 Single Device search To start Single Device search: 1. Select Single Device from the Device dropdown list. Note: Single Device is the default selection in the Device dropdown list. 2. Type the IP address in the IP Address field and click Search: Figure 8 Note: The first three parts of the IP address are auto-populated with the IP address of the machine on which the Installer runs. Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce User Guide Page 13

14 The following device search progress screen is displayed: Figure 9 Note: Click Cancel on the device discovery search screen if you want to stop the search. After the search is complete, the following screen with MFD details is displayed: Figure 10 Note: If no device is found, then a message Device not found is displayed. If no compatible device is found, then a message Compatible device(s) not found is displayed. Page 14 Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce User Guide

15 If a user provides wrong credentials for an MFD, the IP Address and the Install button are displayed, and either of the following two messages are updated in the log files: Invalid MFD username or password System is Locked [This note is also applicable for the Range of Devices search section.] The search results display the following data in different columns: IP Address: Displays the IP address of the device. The hostname is also displayed under the IP address. Installed On: Displays the date on which the plug-in is installed Version: Displays the version details of the installed plug-in. Licence Key: Displays the expiry date of the trial licence and the exact number of days remaining before its expiry. Also displays the Apply Licence link whenever applicable. Range of Devices search To search multiple devices within a specific range of IP addresses: 1. Select Range of Devices from the Device dropdown list. 2. Type the start range of the IP address in the From IP Address: field and end range of the IP address in the To IP Address: filed and click Search. Figure 11 Note: The first three parts of the IP address in both the fields are autopopulated with the IP address of the machine on which the Installer runs. Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce User Guide Page 15

16 The following device search progress screen is displayed: Figure 12 Note: Click Cancel on the device discovery search screen if you want to stop the search. After the search is complete, the following screen with device details is displayed: Figure 13 Page 16 Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce User Guide

17 How to Install Plug-ins on MFDs To install plug-ins and CSS files on an MFD: 1. Search the MFDs on which you want to install the plug-in and CSS file, using the procedures explained in How to Discover MFDs. The search results are displayed: Figure 14 Note: The Install button is displayed only for those devices on which the plug-in and CSS file are yet to be installed. Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce User Guide Page 17

18 2. Click Install to install the plug-in and CSS file on the corresponding device. Note: If you force close the application (by clicking the X button at the topright corner of the screen) at any point of time during installing, uninstalling or upgrading the plug-ins, the following screen with a warning message is displayed. Clicking Yes may leave the MFD in error state. Figure 15 Page 18 Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce User Guide

19 How to Uninstall Plug-ins from MFDs To uninstall plug-ins and CSS files on an MFD: 1. Search the MFDs from which you want to uninstall the plug-ins and CSS files, using the procedures explained in How to Discover MFDs. The search results are displayed: Figure 16 Note: The Uninstall button is displayed only for those devices on which the plug-in and CSS file have already been installed. 2. Click Uninstall to uninstall the plug-in and CSS file from the corresponding device. Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce User Guide Page 19

20 How to Upgrade Plug-ins on MFDs To upgrade the plug-ins and CSS files on an MFD: 1. Search the MFDs on which you want to upgrade the plug-in or CSS file, using the procedures explained in How to Discover MFDs. The search results are displayed: Figure 17 Note: If a different (higher or lower) version of the Connect to: Installer for use with Salesforce is installed, the Upgrade button is displayed. 2. Click Upgrade to update the plug-in and CSS file on the corresponding MFD either to the higher or to the lower version. Page 20 Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce User Guide

21 How to Apply Licence for Plug-ins This section provides information on how to activate a licence for Connect to: plug-ins installed on MFDs. To apply licence for plug-ins on MFDs: 1. Follow the steps explained in How to Discover MFDs to search the MFDs on which you want to apply licence for the plug-in installed. The search results screen is displayed: Figure Search through the Licence Key column to find the MFDs for which the licence either has expired or is in its trial period. The Apply Licence hyperlink is displayed for those plug-ins (on the MFDs), whose trial period still exists or has expired. If trial period exists, following information is displayed in the Licence Key column: Expiring on: <date> Days remaining: <number of days> If trial period is over, the message Expired on <date> is displayed along with Apply Licence hyperlink. Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce User Guide Page 21

22 3. Click Apply Licence. The following screen is displayed: Figure Type a valid licence key in the Please enter licence key field and click Apply. Note: To obtain a perpetual licence for the Connect to: for use with Salesforce, please visit the Fuji Xerox Australia website and follow the prompts under the Connect to: for use with Salesforce micro-site. A confirmation screen like the following is displayed: Figure 20 Page 22 Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce User Guide

23 5. Click Close after the licence is applied. The associated record is refreshed with the latest licensing information (Perpetual in the following screenshot) in the Licence Key column. Figure 21 How to Repair Plug-ins on MFDs This section provides information on how to repair Connect to: plug-ins installed on MFDs. 1. If either the plug-in or the CSS files are missing in the MFD, you can see the Repair button while discovering it: Figure 22 Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce User Guide Page 23

24 2. Click Repair to send the plug-in or the CSS files to a consistent state. (It might take a few minutes to complete this action.) The following screen is displayed: Figure After the repair is complete, a confirmation screen like the following is displayed: Figure 24 Page 24 Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce User Guide

25 Troubleshooting This section lists a few problems that users might face while working with the Connect to: Installer for use with Salesforce and their probable solutions. Problem: If there are issues related to compatibility, what should I do? Solution: Check the SSMI version of the MFD. For information on how to check the SSMI version of an MFD, refer to Appendix A. Problem: If update/install/uninstall fails, what should I do? Solution: Restart the MFD and retry the operation. If problem persists, the device might be in error state. Contact Technical Support for assistance. Problem: If applying licence fails, what should I do? Solution: Please contact Technical Support to ensure that you have a valid licence. Problem: In case of Device not found errors, what should I do? Solution: Check if the FXA-K1SDK.pfx security certificate is installed in Microsoft Management Console. Check if the MFD is in the network and accessibility by using a web browser to access the MFD's CentreWare Internet Services (CWIS). See Appendix A for information on how to access MFD s CWIS. Check if the proxy settings are enabled for your web browser. If they are enabled, add the MFD IP address in the Exceptions list for Proxy Settings of the Internet Options. Problem: If the application doesn t work, what should I do? Solution: Ensure that the security certificates for the application are installed. Problem: My trial licence has expired. How should I renew it? Solution: Licences available for this application are of two types, trial and perpetual. A trial licence is valid for 14 days and it expires after that period. A perpetual licence is valid forever and it never expires. If your trial licence has expired, you must contact Technical Support for a valid perpetual licence to use the application. Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce User Guide Page 25

26 Problem: If I don t have the Admin rights to an MFD, what does this mean? What should I do? Solution: Admin rights are the credentials which are used to do any operation (such as get plug-in details, install plug-in, uninstall plug-in or update plug-in) on an MFD. The default admin credentials are: Username: Password: x-admin Please contact your System Administrator to get the Admin rights. If required, please contact Technical Support. Problem: What should I do when I have started searching for devices but the search results are not displayed? Solution: Following might be a few possible reasons: Network failure Incompatible devices (i.e. SSMI version is not or higher) XCP plug-in is not active Ensure that the above issues are addressed. If the problem persists, please contact Technical Support. Problem: What should I do if I get the message 'Unable to retrieve Plug-in information'? Solution: Restart the specific MFD and search again. If problem persists, please contact Technical Support. Problem: What should I do if I get the message 'Unable to retrieve Licence information'? Solution: This message is displayed when plug-ins are pushed to or removed from the MFD, but the MFDs are yet to reboot for activation or deactivation. So wait for few minutes and try to search the device again. If problem persists, open the CWIS and check for the state of the plug-in in the MFD. Problem: What should I do if I get the message 'System is Locked'? Solution: This message is displayed when wrong Administrator ID or Password is entered more than five times consecutively. Please reboot the MFD and enter the correct credentials. Problem: What should I do if I get this message 'Unable to retrieve information as Plug-in is in reboot to activate state'? Solution: This message is displayed when the plug-ins are pushed to the MFD but the MFD is yet to reboot for activation. So, open the CWIS and click Reboot Machine from the Status tab. Alternatively, you can repair the plug-in using the procedure explained in the How to Repair Plug-ins on MFDs section. Page 26 Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce User Guide

27 Problem: What should I do if I get the message 'Unable to retrieve information as Plug-in is in reboot to deactivate state'? Solution: This message is displayed when the plug-ins are removed from the MFD but the MFD is yet to reboot for deactivation. So, open the CWIS and click Reboot Machine from the Status tab. Alternatively, you can repair the plug-in using the procedure explained in the How to Repair Plug-ins on MFDs section. Problem: What should I do if I get the message 'Plug-in Settings option is not enabled on the MFD'? Solution: This message is displayed when the plug-in settings are not enabled on the MFD. So enable the plugin settings through CWIS tool and search the device. For more information on plug-in settings, refer to Appendix B. Problem: I have installed the latest version of Connect to: Installer for use with Salesforce ( ) on my laptop. During device discovery, the error Device not found message is displayed. What should I do? Solution: This might happen if any other application uses the port 15161, which is the default port used by Connect to: Installer for use with Salesforce. This default port cannot be modified. Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce User Guide Page 27

28 Appendix A How to Check the SSMI Version of an MFD To check the SSMI version of an MFD: 1. Browse the IP address of the MFD on a web browser. 2. Click the Properties tab. 3. Click General Setup in the left pane and then click Configuration. Figure Scroll down to the Software section. You can find the SSMI version details. Page 28 Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce User Guide

29 Appendix B How to Check If XCP Is Activated and Enabled To check if XCP Plug-in is activated and enabled on the MFD: 1. Browse the IP address of the MFD on a web browser. 2. Click the Properties tab. 3. Click General Setup in the left pane and then click Security. 4. Scroll down and click the Plug in Settings node. Note: The Plug-in Settings node is visible only when XCP Plug-in is activated. If the plug-in is enabled, the following screen is displayed with Enabled checkbox selected: Figure 26 Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce User Guide Page 29

30 Appendix C How to Access Salesforce on MFD To access Salesforce on an MFD: 1. Get the public IP address of your MFD. Note: The public IP address can be specific to your network settings. For example, it can be the IP address from the router or ADSL. 2. Open the Salesforce website and go to the Administration Setup section. 3. Under Security Controls > Network Access, click New. 4. Add your public IP address. Page 30 Fuji Xerox Connect to: Installer (v1.1) for use with Salesforce User Guide